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Contacts
412
Households
186
Open policies
534
Open tasks
17
Renewals — next 90 days 8 · $54,200
Sarah MitchellAuto · Farm Bureau
May 1214d
Acme LogisticsCommercial · Farm Bureau
May 2224d
The Patel FamilyHome + Auto · Farm Bureau
Jul 0466d
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A contact — phone is the contact page
Sarah Mitchell
Sarah Mitchell
AI Brief refreshed today
Sarah is a 4-year client with auto + home with Farm Bureau. Her auto policy renews May 12. Last call (3 days ago) discussed adding her new vehicle and umbrella coverage. Open opportunity: umbrella quote, $1.2M limit. No outstanding service issues.
Recent activity
Outbound call · 4 min 32 sec3 days ago
AI summary
Sarah confirmed the new 2024 Honda Pilot needs to be added to her auto policy by Friday. Discussed umbrella coverage — she's interested in a $1.2M limit and asked for a quote. Action items: send Pilot endorsement quote, send umbrella quote — both due Friday.
▶ Recording ▸ Transcript + 2 tasks auto-created
Finalized checklists
Send finalized policies for signature, auto-follow-up, and split signed pages for re-upload.
Auto policy renewal — 2026
Signed To Sarah Mitchell <sarah.mitchell@example.com>
Download per-page: 📄 Page 1 📄 Page 2 📄 Page 3 📄 Page 4 📄 Page 5
Umbrella endorsement — Q2
Awaiting signature To Sarah Mitchell <sarah.mitchell@example.com>